TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
← newsroom
$HIMS · one of these two companies is the next palantir
now playing · $HIMS
$HIMS···bullish· high· posantonio linares
Hims building Palantir-style health ontology from D2C data flywheel
Hims is assembling a proprietary longitudinal health ontology from direct-to-consumer primary care data, labs, and wearables, enabling predictive AI that optimizes biomarkers; the…
$HIMS···bullish· high· posunknown
Hims becomes the D2C longevity infrastructure that Novo Nordisk builds on top of
Hims is a predictive ontology running on 'longevity-as-a-service' rails; Novo Nordisk went from competitor to partner by building GLP-1 distribution on top of its D2C channel, val…
$TEM···bullish· high· posantonio linares
Tempus AI's 500-petabyte hospital ontology powers predictive oncology AI
Tempus has unmatched depth of multimodal hospital data (scans, biopsies, DNA/RNA, pathology) across 500 petabytes, enabling generative AI models like the Immune Profiling Score th…
$IBRX···bullish· medium· posantonio linares
Host holds position in ImmunityBio as part of longevity thesis
ImmunityBio is part of the emerging 'Longevity as a Service' ecosystem where falling costs of reading biology (proteomics, epigenomics, genomics) and AI interpretation converge wi…
$IBRX···bullish· medium· posunknown
ALC Magic holds its ImmunityBio position as a bet on the IL-15 platform
Anktiva, an IL-15 super-agonist, serves as a horizontal platform for immune reboot; a fundamental building block for the new longevity economy.
$TEM···bullish· highunknown
Tempus AI has the hospital data depth that Hims cannot replicate
Tempus has clinical depth (DNA/RNA, biopsies, oncology) that is impossible to capture from a phone; both platforms converge on the same predictive D2C model, but Tempus compresses…
$RXRX···bullish· mediumantonio linares
Recursion Pharmaceuticals tracked as AI-driven drug discovery play
Recursion represents the AI drug discovery layer in the longevity stack, benefiting from plummeting biological data costs and rising AI interpretability, positioning it for the in…
$MICK-THERAPEUTICSbullish· lowantonio linares
Private company Mick Therapeutics on host's longevity watchlist
Mick Therapeutics is an early-stage company the host is studying within the longevity/AI-biology convergence theme, though limited public information suggests a speculative watchl…